LWM

Liberty Wealth Management Portfolio holdings

AUM $710M
1-Year Est. Return 15.99%
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
15
-537
777
$1K ﹤0.01%
95
778
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16
779
$1K ﹤0.01%
50
-750
780
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14
781
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+200
782
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4
-1
783
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+42
784
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16
785
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50
-50
786
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45
787
$1K ﹤0.01%
+200
788
$1K ﹤0.01%
933
789
$1K ﹤0.01%
14
790
$1K ﹤0.01%
12
791
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11
792
$1K ﹤0.01%
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793
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14
794
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795
$1K ﹤0.01%
23
-7
796
$1K ﹤0.01%
53
797
$1K ﹤0.01%
5
-8
798
$1K ﹤0.01%
22
799
$1K ﹤0.01%
78
+14
800
$1K ﹤0.01%
100
30 31
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